Kaizen Advisory’s Accenture ACN Stock Holding History

Kaizen Advisory’s Portfolio ACN Stock Details ACN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$242K	Buy	1,718 +153	+10%	+$24.2K	0.17%	150
2018 Q3	$266K	Hold	1,565	–	–	0.14%	148
2018 Q2	$256K	Buy	1,565 +972	+164%	+$151K	0.13%	145
2018 Q1	$91K	Hold	593	–	–	0.09%	134
2017 Q4	$91K	Buy	+593	New	+$85.9K	0.05%	142

Other funds holding ACN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kaizen Advisory's ACN Position: Q4 2018 in Review

Kaizen Advisory increased its Accenture (ACN) stake by 9.8% in Q4 2018, buying an estimated $24.2K and bringing the position to 1,718 shares worth $242K. The position accounts for 0.17% of the portfolio, ranked #150.

Kaizen Advisory first reported a position in ACN in Q4 2017 and has held it in 5 quarters since. The position peaked at $266K in Q3 2018. 1,361 funds tracked by Wall St. Rank hold ACN as of Q4 2018.

Kaizen Advisory held 1,718 shares of Accenture worth $242K as of Q4 2018.
Kaizen Advisory bought 153 Accenture shares in Q4 2018, an estimated $24.2K.
Accenture made up 0.17% of Kaizen Advisory's portfolio in Q4 2018, its #150 holding.
Kaizen Advisory first reported a position in Accenture in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Accenture position peaked at $266K in Q3 2018.
1,361 funds tracked by Wall St. Rank held Accenture as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.